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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
726
LifeSteps Financial
California
$13.3K +$22.2K +153 New
PPA
727
Pilgrim Partners Asia
Singapore
$13K +$21.8K +150 New
PWMG
728
Private Wealth Management Group
New Jersey
$12.2K -$2.61K -18 -11%
ISWM
729
Intesa Sanpaolo Wealth Management
$12.2K -$58.1K -400 -74%
NRG
730
Nemes Rush Group
Michigan
$11.8K – – –
C
731
Covestor
United Kingdom
$11K -$26.4K -182 -59%
AW
732
Avion Wealth
Texas
$11K -$4.07K -28 -18%
CVM
733
Cheviot Value Management
California
$10.4K – – –
CFO
734
CVA Family Office
Colorado
$10.3K -$13.9K -96 -45%
PS
735
PayPay Securities
Japan
$9.21K +$8.27K +57 +116%
JWM
736
JPL Wealth Management
Colorado
$9.04K +$726 +5 +5%
VL
737
Vima LLC
Michigan
$8.95K +$15K +103 New
AT
738
Arlington Trust
Alabama
$8.78K – – –
HIA
739
Highland Investment Advisors
Florida
$8.78K +$14.7K +101 New
ITIM
740
Indiana Trust & Investment Management
Indiana
$8.69K – – –
CCWM
741
Cassaday & Co Wealth Management
Virginia
$8K – – –
AS
742
Altshuler Shaham
Israel
$7.82K -$1.16K -8 -8%
S
743
Sachetta
Massachusetts
$7.65K +$7.69K +53 +151%
AT
744
Avalon Trust
New Mexico
$7.39K – – –
CA
745
Crewe Advisors
Utah
$7.13K – – –
CFM
746
Cornerstone Financial Management
Massachusetts
$7.04K +$4.64K +32 +65%
FPB
747
First PREMIER Bank
South Dakota
$7K – – –
GWM
748
Gilpin Wealth Management
Colorado
$6.96K – – –
CTA
749
Colonial Trust Advisors
South Carolina
$6.95K -$14.5K -100 -56%
FMP
750
Financial Management Professionals
Texas
$6.52K -$4.36K -30 -29%
28 29
30
31 32